See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,164 | $42,383+129.3% | $76,523+27.0% | $64,186+51.4% |
| Participation rate | 40.7% | 58.1%-17.4pp | 68.0%-27.3pp | 69.6%-28.8pp |
| Annual return | -4.99% | -16.54%+11.5pp | -0.27%-4.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $901 | $1,563-42.4% | $2,647-66.0% | $2,381-62.2% |
| Participant deferral / active EE | $1,672 | $2,566-34.8% | $3,835-56.4% | $3,470-51.8% |
| Admin fee / account holder | $702 | $3,198-78.1% | $4,848-85.5% | $4,888-85.6% |